Al Palkovich is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2022. Prior to that, he was with Ayco/Goldman Sachs & Co. LLC for one year and The Ayco Company, L.P./Mercer Allied for 15 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, with a distinctive combination of registered broker-dealer operations and an integrated investment management platform.

Patrick Ganley is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent over a decade at The Ayco Company, L.P., including its affiliations with Mercer Allied and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and integrated offerings across affiliates to deliver tailored wealth management solutions.

Zachary Cietek is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2021. Outside of his advisory role, he has been involved with the Guilderland YMCA since 2013. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households as well as institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Lyons is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied from 2014 to 2021. Lyons has been with Goldman Sachs since 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams tailor strategies using proprietary allocation models and offer a range of services including Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.

Jolene Harawa is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC and Learning Care Group, as well as involvement with Michigan State University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models supported by proprietary research and access to a broad range of affiliated financial services.

Andrew Armstrong is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Kaitlyn Vadell is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing four years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at First National Bank of Omaha and has held various roles in retail and education. She is also the owner of Yarn Theory Studio Etsy, a retail business based in Albany, NY. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and integrates capabilities across Goldman Sachs affiliates to offer comprehensive wealth management solutions.

Sara Taylor is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. She has one year of industry experience, with prior work history that includes roles at Goldman Sachs & Co. LLC, Pioneer, and positions in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, corporate participants, and institutional clients. The firm uses strategic allocation models and proprietary analytics, supported by Goldman Sachs’ broader ecosystem, to tailor investment solutions and offer specialized wealth and financial wellness programs.

Joseph Abed El Latif is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored services through integrated resources and employs a combination of discretionary and non-discretionary managers, leveraging centralized investment strategies and cross-affiliate capabilities.

Rachel Fiedler is a financial advisor with TIAA-CREF in Latham, NY, holding Series 65, 63, and 66 licenses and having 24 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

John Burke is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 10 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and proprietary analytics, leveraging the broader Goldman Sachs network to deliver a wide range of wealth management and advisory services.

Natalie Freilich is an advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her background includes roles in education and law prior to joining Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm’s advisory teams utilize strategic allocation models and proprietary research, offering a range of services from Private Family Office programs to Financial Wellness initiatives.

Liam Mc Donough is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, he worked at GP Fund Solutions and was involved with the Pulsifer Career Development Center at Bentley University. He also has experience at the Country Club of Troy. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Joseph Hasenkopf is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Hasenkopf consults for Crystal Brook Resort and Hasenkopf, LLC, providing business and advertising guidance for these resort management organizations. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within an integrated financial group.

Rhiannon Commisso is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, combining discretionary and non-discretionary managers, and provides specialized programs such as Executive Wealth and Private Family Office support.

Caleb Keysor is a financial advisor with Eagle Strategies (New York Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior work includes roles at Naked Turtle and Foot Locker, and he has been affiliated with NYLIFE Securities LLC and New York Life since 2018. He has also been involved with Siena College since 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Dawn Damelio is a CFP® with 26 years of experience in the financial industry, currently serving at Equity Services, Inc. since 2000. She also has over two decades of tenure with National Life Group. Outside of her advisory role, she is active as a speaker and presenter, creating and delivering presentations to various audiences. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Megan Bishop is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to deliver tailored wealth management solutions.

Scott Russell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and possessing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Luigi Gazzillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs Ayco Personal Financial Management since 2019 and previously worked at Aflac, Mens Wearhouse, Dick's Sporting Goods, and Pigliavento Builders. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.